401k Plan data: COMMUNITY FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN plan

COMMUNITY FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan Name	COMMUNITY FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number	003

COMMUNITY FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Stock bonus Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP. The employer maintaining this ESOP is an S Corporation Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

BOSCOBEL BANCORP INC. has sponsored the creation of one or more 401k plans.

Company Name: BOSCOBEL BANCORP INC.

Employer identification number (EIN): 391670078

NAIC Classification: 522110
NAIC Description: Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMUNITY FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2024-01-01 TAMMY NELSON
003 2023-01-01
003 2023-01-01 TAMMY NELSON
003 2022-01-01
003 2022-01-01 TAMMY NELSON
003 2021-01-01
003 2021-01-01 TAMMY NELSON
003 2020-01-01
003 2019-01-01
003 2018-01-01 TAMMY NELSON
003 2017-01-01 TAMMY NELSON
003 2016-01-01 KAREN WACKER
003 2015-01-01 KAREN WACKER
003 2014-01-01 KAREN WACKER

Financial Data on COMMUNITY FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN

Measure	Date	Value
2024 : COMMUNITY FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN 2024 401k financial data
Total plan liabilities at end of year	2024-01-01	$852,459
Total plan liabilities at beginning of year	2024-01-01	$1,010,796
Total income from all sources	2024-01-01	$501,532
Expenses. Total of all expenses incurred	2024-01-01	$106,665
Benefits paid (including direct rollovers)	2024-01-01	$73,583
Total plan assets at end of year	2024-01-01	$3,780,403
Total plan assets at beginning of year	2024-01-01	$3,543,873
Value of fidelity bond covering the plan	2024-01-01	$5,500,000
Expenses. Other expenses not covered elsewhere	2024-01-01	$33,082
Other income received	2024-01-01	$378,745
Net income (gross income less expenses)	2024-01-01	$394,867
Net plan assets at end of year (total assets less liabilities)	2024-01-01	$2,927,944
Net plan assets at beginning of year (total assets less liabilities)	2024-01-01	$2,533,077
Assets. Value of employer securities	2024-01-01	$3,765,426
Total contributions received or receivable from employer(s)	2024-01-01	$122,787
2023 : COMMUNITY FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data
Total plan liabilities at end of year	2023-12-31	$1,010,796
Total plan liabilities at beginning of year	2023-12-31	$1,165,188
Total income from all sources	2023-12-31	$-175,066
Expenses. Total of all expenses incurred	2023-12-31	$158,762
Benefits paid (including direct rollovers)	2023-12-31	$124,494
Total plan assets at end of year	2023-12-31	$3,543,873
Total plan assets at beginning of year	2023-12-31	$4,032,093
Value of fidelity bond covering the plan	2023-12-31	$4,750,000
Expenses. Other expenses not covered elsewhere	2023-12-31	$34,268
Other income received	2023-12-31	$-327,858
Net income (gross income less expenses)	2023-12-31	$-333,828
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$2,533,077
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$2,866,905
Assets. Value of employer securities	2023-12-31	$3,509,358
Total contributions received or receivable from employer(s)	2023-12-31	$152,792
2022 : COMMUNITY FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$1,165,188
Total plan liabilities at beginning of year	2022-12-31	$1,315,079
Total income from all sources	2022-12-31	$248,422
Expenses. Total of all expenses incurred	2022-12-31	$141,936
Benefits paid (including direct rollovers)	2022-12-31	$103,166
Total plan assets at end of year	2022-12-31	$4,032,093
Total plan assets at beginning of year	2022-12-31	$4,075,498
Value of fidelity bond covering the plan	2022-12-31	$4,750,000
Expenses. Other expenses not covered elsewhere	2022-12-31	$38,770
Other income received	2022-12-31	$140,167
Net income (gross income less expenses)	2022-12-31	$106,486
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,866,905
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,760,419
Assets. Value of employer securities	2022-12-31	$4,017,309
Total contributions received or receivable from employer(s)	2022-12-31	$108,255
2021 : COMMUNITY FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$1,315,079
Total plan liabilities at beginning of year	2021-12-31	$1,460,627
Total income from all sources	2021-12-31	$385,129
Expenses. Total of all expenses incurred	2021-12-31	$128,536
Benefits paid (including direct rollovers)	2021-12-31	$85,419
Total plan assets at end of year	2021-12-31	$4,075,498
Total plan assets at beginning of year	2021-12-31	$3,964,453
Value of fidelity bond covering the plan	2021-12-31	$4,750,000
Expenses. Other expenses not covered elsewhere	2021-12-31	$43,117
Other income received	2021-12-31	$313,217
Net income (gross income less expenses)	2021-12-31	$256,593
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,760,419
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,503,826
Assets. Value of employer securities	2021-12-31	$4,057,179
Total contributions received or receivable from employer(s)	2021-12-31	$71,912
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : COMMUNITY FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$1,460,627
Total plan liabilities at beginning of year	2020-12-31	$1,601,718
Total income from all sources	2020-12-31	$455,341
Expenses. Total of all expenses incurred	2020-12-31	$88,376
Benefits paid (including direct rollovers)	2020-12-31	$40,807
Total plan assets at end of year	2020-12-31	$3,964,453
Total plan assets at beginning of year	2020-12-31	$3,738,579
Value of fidelity bond covering the plan	2020-12-31	$4,750,000
Expenses. Other expenses not covered elsewhere	2020-12-31	$47,569
Other income received	2020-12-31	$343,924
Net income (gross income less expenses)	2020-12-31	$366,965
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,503,826
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,136,861
Assets. Value of employer securities	2020-12-31	$3,938,967
Total contributions received or receivable from employer(s)	2020-12-31	$111,417
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : COMMUNITY FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$1,601,718
Total plan liabilities at beginning of year	2019-12-31	$1,738,906
Total income from all sources	2019-12-31	$485,483
Expenses. Total of all expenses incurred	2019-12-31	$113,915
Benefits paid (including direct rollovers)	2019-12-31	$62,442
Total plan assets at end of year	2019-12-31	$3,738,579
Total plan assets at beginning of year	2019-12-31	$3,504,199
Value of fidelity bond covering the plan	2019-12-31	$4,750,000
Expenses. Other expenses not covered elsewhere	2019-12-31	$51,473
Other income received	2019-12-31	$417,700
Net income (gross income less expenses)	2019-12-31	$371,568
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,136,861
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,765,293
Assets. Value of employer securities	2019-12-31	$3,730,077
Total contributions received or receivable from employer(s)	2019-12-31	$67,783
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : COMMUNITY FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$1,738,906
Total plan liabilities at beginning of year	2018-12-31	$1,872,082
Total income from all sources	2018-12-31	$581,984
Expenses. Total of all expenses incurred	2018-12-31	$61,687
Benefits paid (including direct rollovers)	2018-12-31	$6,203
Total plan assets at end of year	2018-12-31	$3,504,199
Total plan assets at beginning of year	2018-12-31	$3,117,078
Value of fidelity bond covering the plan	2018-12-31	$4,250,000
Expenses. Other expenses not covered elsewhere	2018-12-31	$55,484
Other income received	2018-12-31	$524,999
Net income (gross income less expenses)	2018-12-31	$520,297
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,765,293
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,244,996
Assets. Value of employer securities	2018-12-31	$3,477,378
Total contributions received or receivable from employer(s)	2018-12-31	$56,985
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : COMMUNITY FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$1,872,082
Total plan liabilities at beginning of year	2017-12-31	$2,003,819
Total income from all sources	2017-12-31	$758,795
Expenses. Total of all expenses incurred	2017-12-31	$71,858
Benefits paid (including direct rollovers)	2017-12-31	$12,485
Total plan assets at end of year	2017-12-31	$3,117,078
Total plan assets at beginning of year	2017-12-31	$2,561,878
Value of fidelity bond covering the plan	2017-12-31	$4,250,000
Expenses. Other expenses not covered elsewhere	2017-12-31	$59,373
Other income received	2017-12-31	$612,598
Net income (gross income less expenses)	2017-12-31	$686,937
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,244,996
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$558,059
Assets. Value of employer securities	2017-12-31	$3,117,078
Total contributions received or receivable from employer(s)	2017-12-31	$146,197
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : COMMUNITY FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$2,003,819
Total plan liabilities at beginning of year	2016-12-31	$2,127,585
Total income from all sources	2016-12-31	$314,678
Expenses. Total of all expenses incurred	2016-12-31	$68,124
Benefits paid (including direct rollovers)	2016-12-31	$3,230
Total plan assets at end of year	2016-12-31	$2,561,878
Total plan assets at beginning of year	2016-12-31	$2,439,090
Value of fidelity bond covering the plan	2016-12-31	$3,500,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$62,478
Other income received	2016-12-31	$204,902
Net income (gross income less expenses)	2016-12-31	$246,554
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$558,059
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$311,505
Assets. Value of employer securities	2016-12-31	$2,559,429
Total contributions received or receivable from employer(s)	2016-12-31	$109,776
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$2,416
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : COMMUNITY FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$2,127,585
Total plan liabilities at beginning of year	2015-12-31	$2,192,219
Total income from all sources	2015-12-31	$214,776
Expenses. Total of all expenses incurred	2015-12-31	$65,110
Benefits paid (including direct rollovers)	2015-12-31	$1,083
Total plan assets at end of year	2015-12-31	$2,439,090
Total plan assets at beginning of year	2015-12-31	$2,354,058
Value of fidelity bond covering the plan	2015-12-31	$3,500,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$63,994
Other income received	2015-12-31	$182,500
Net income (gross income less expenses)	2015-12-31	$149,666
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$311,505
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$161,839
Assets. Value of employer securities	2015-12-31	$2,439,057
Total contributions received or receivable from employer(s)	2015-12-31	$32,276
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$33
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : COMMUNITY FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$2,192,219
Total income from all sources	2014-12-31	$164,058
Expenses. Total of all expenses incurred	2014-12-31	$2,219
Total plan assets at end of year	2014-12-31	$2,354,058
Value of fidelity bond covering the plan	2014-12-31	$3,500,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$2,219
Other income received	2014-12-31	$104,058
Net income (gross income less expenses)	2014-12-31	$161,839
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$161,839
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$0
Assets. Value of employer securities	2014-12-31	$2,354,058
Total contributions received or receivable from employer(s)	2014-12-31	$60,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0

Form 5500 Responses for COMMUNITY FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN

2023: COMMUNITY FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: COMMUNITY FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: COMMUNITY FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: COMMUNITY FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: COMMUNITY FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: COMMUNITY FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: COMMUNITY FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: COMMUNITY FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: COMMUNITY FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: COMMUNITY FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	First time form 5500 has been submitted	Yes
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BOSCOBEL BANCORP INC.
Employer identification number (EIN):	391670078
NAIC Classification:	522110
NAIC Description:	Commercial Banking

Plan id#	Filing Submission Date	Name of Administrator
003	2024-01-01	TAMMY NELSON
003	2023-01-01
003	2023-01-01	TAMMY NELSON
003	2022-01-01
003	2022-01-01	TAMMY NELSON
003	2021-01-01
003	2021-01-01	TAMMY NELSON
003	2020-01-01
003	2019-01-01
003	2018-01-01	TAMMY NELSON
003	2017-01-01	TAMMY NELSON
003	2016-01-01	KAREN WACKER
003	2015-01-01	KAREN WACKER
003	2014-01-01	KAREN WACKER